Peconic Partners
$7.5B 13F equity value
8 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Peconic Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PWR | QUANTA SCVS INC | 4,720,847 | $3.4B | 45.4% |
| DY | DYCOM INDS INC | 4,443,320 | $2.2B | 30.0% |
| MTZ | MASTEC INC | 3,678,431 | $1.5B | 20.4% |
| FCX | FREEPORT-MCMORAN INC | 3,917,068 | $246M | 3.3% |
| AMC | AMC ENTMT HLDGS INC | 32,000,000 | $61M | 0.8% |
| GOOGL | ALPHABET INC | 1,800 | $643,266 | |
| AMZN | AMAZON COM INC | |||
| FSLR | FIRST SOLAR INC |
Track Peconic Partners's 13F portfolio: $7.5B in reported holdings, 8 positions. Top holdings and quarterly changes on SentiSense.
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